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PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate
0.04%February 04 | MyPlanIQ portfolio symbol P_31528

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate NA 11.47% 7.64% 6.60% 4.91% 5.15% 6.25% 6.60%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 27.75% 20.39% 17.83% 16.04% 10.34% 9.22% 8.63%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.11% 11.43% 9.74% 8.25% 5.99% 6.46% 6.24%
Data as of 11/30/2021, AR inception is 12/31/2000

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PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 02/04/2022, the worst annualized return of 3-year rolling returns for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate is -0.04%.
From 12/31/2000 to 02/04/2022, the worst annualized return of 5-year rolling returns for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate is 1.26%.
From 12/31/2000 to 02/04/2022, the worst annualized return of 10-year rolling returns for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate is 3.21%.
From 12/31/2000 to 02/04/2022, the worst annualized return of 20-year rolling returns for PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate is 6.11%.

Maximum Drawdown

PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate Maximum Drawdown